VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 769 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $308,000 | +23.2% | 1,750 | +10.5% | 0.12% | +8.2% |
| Q1 2021 | $250,000 | +10.6% | 1,584 | 0.0% | 0.11% | +8.9% |
| Q4 2020 | $226,000 | -32.9% | 1,584 | -35.5% | 0.10% | -41.3% |
| Q4 2019 | $337,000 | +7.7% | 2,457 | +1.2% | 0.17% | +3.6% |
| Q3 2019 | $313,000 | +2.0% | 2,427 | +3.3% | 0.17% | +53.7% |
| Q2 2019 | $307,000 | +1.3% | 2,350 | 0.0% | 0.11% | -37.2% |
| Q1 2019 | $303,000 | +13.1% | 2,350 | 0.0% | 0.17% | +2.4% |
| Q4 2018 | $268,000 | – | 2,350 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 780,201 | $124,434,257 | 18.47% |
| University of Maryland Foundation, Inc. | 91,176 | $14,542 | 17.40% |
| 25 LLC | 171,990 | $27,430,716 | 16.73% |
| Mokosak Advisory Group, LLC | 257,464 | $41,062,811 | 16.70% |
| Opal Wealth Advisors, LLC | 149,263 | $23,805,956 | 13.93% |
| TrueWealth Financial Partners | 79,980 | $12,756,039 | 10.49% |
| Jacobsen Capital Management | 113,659 | $18,127,516 | 9.84% |
| BHK Investment Advisors, LLC | 133,746 | $21,331,207 | 9.81% |
| New England Capital Financial Advisors LLC | 77,155 | $12,305,488 | 8.48% |
| Brooklyn FI, LLC | 95,720 | $15,266,432 | 8.21% |